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Bogart Wealth LLC’s Alta Equipment Group ALTG Stock Holding History

Bogart Wealth LLC’s Portfolio ALTG Stock Details ALTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3K Buy
+510
New +$3.42K ﹤0.01% 1321

Other funds holding ALTG

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Bogart Wealth LLC's ALTG Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Alta Equipment Group (ALTG) in Q2 2026: 510 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings.

15 funds tracked by Wall St. Rank hold ALTG as of Q2 2026.

  • Bogart Wealth LLC held 510 shares of Alta Equipment Group worth $3.3K as of Q2 2026.
  • Alta Equipment Group was a new Bogart Wealth LLC position in Q2 2026.
  • Alta Equipment Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1321 holding.
  • 15 funds tracked by Wall St. Rank held Alta Equipment Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.